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Configure Microsoft Teams Settings for Use with Einstein Conversation Insights

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Configure Microsoft Teams Settings for Use with Einstein Conversation Insights

Prior to enabling Microsoft Teams integration, make sure your Teams settings are configured for optimal use with Einstein Conversation Insights.

Required Editions

Available in: Lightning Experience
Available in Einstein Conversation Insights, which is available in Starter, Pro, Enterprise, Performance, Unlimited, and Agentforce 1 Sales Editions
User Permissions Needed
To enable Einstein Conversation Insights: Customize Application
To connect Microsoft Teams accounts Microsoft Teams admin access

A Microsoft Teams admin account is required to adjust these settings.

Only non-channel meetings stored in OneDrive are supported for processing by Einstein Conversation Insights. Make sure that users making calls have access to OneDrive and their call recordings for processing to occur.

Einstein Conversation Insights uses the Microsoft Teams transcript API to retrieve the call transcripts used to identify speakers. When this API isn’t available, we use Optimal Speaker Separation for the creation of transcripts and call insights. In this case, the transcripts identify speakers on the call as Speaker 1, Speaker 2, and so on. If this feature isn’t enabled, transcripts aren’t shown.

Note
Note These settings are made in Microsoft Teams. For more information about the latest configuration requirements, check Microsoft Teams help resources.
  1. From the Microsoft Teams admin center, navigate to Meeting Policies > Global org wide default > Recording and transcription. Make sure the Meeting Recording and Transcription toggles are on.
  2. Set the time you want to keep the recording.
    The default is set to 120 days.
  3. From Teams admin center, navigate to Meetings > Meeting policies. Then turn on Attendance & engagement reports.
  4. In a New Meeting window, navigate to Options > Engagement. Check that Allow attendance report is on.
  5. From Settings, navigate to the Privacy section. Check that Identify me in attendance reports is turned on.
  6. With these settings enabled, verify that you can see the meeting attendance displayed under the Attendance tab in calls.
 
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